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FUND OVERLAP · LOOK-THROUGH

IVV vs VTV: how much do they really overlap?

IVV (iShares Core S&P 500 ETF, tracking the S&P 500) and VTV (Vanguard Value ETF, tracking the CRSP US Large Cap Value) overlap by roughly 32% by weight. 1 of IVV's top 10 holdings also appear in VTV. A 50/50 blend of the two behaves like about 119 equally-weighted bets (diversification grade A). In short, the two funds share a meaningful core of the same megacaps, but each also brings real exposure the other lacks.

32%
weight overlap
1/10
of IVV’s top 10 also in VTV
A
50/50 blend grade
~119
real bets in a 50/50 blend
You think IVV and VTV are two funds. By weight they lean on the same names: both hold MICRON TECHNOLOGY INC (MU)2.0% of IVV and 4.2% of VTV. Hold both and MU just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 26 holdings appear in both IVV and VTV. The weight columns show how much of each fund each name represents.

Holdingin IVVin VTV
MU MICRON TECHNOLOGY INC2.02%4.17%
JPM JPMORGAN CHASE & CO1.36%2.88%
INTC INTEL CORPORATION1.02%1.75%
JNJ JOHNSON & JOHNSON0.95%2.07%
XOM EXXON MOBIL CORP0.88%2.31%
WMT WALMART INC0.77%1.93%
CAT CATERPILLAR INC0.76%1.55%
CSCO CISCO SYSTEMS INC0.72%1.63%
ABBV ABBVIE INC0.69%1.47%
AMAT APPLIED MATERIAL INC0.89%0.68%
GE GE AEROSPACE0.60%0.61%
UNH UNITEDHEALTH GROUP INC0.58%1.31%
BAC BANK OF AMERICA CORP0.58%1.27%
HD HOME DEPOT INC0.54%1.20%
PG PROCTER & GAMBLE0.53%1.27%

+ 11 more shared holdings.

Only in IVV

iShares Core S&P 500 ETFUS large-cap. Its biggest holdings that VTV doesn’t have:

NVDA NVIDIA CORP7.51%
AAPL APPLE INC6.58%
MSFT MICROSOFT CORP4.29%
AMZN AMAZON.COM INC3.61%
GOOGL ALPHABET INC CLASS A3.25%
AVGO BROADCOM INC2.77%
GOOG ALPHABET INC CLASS C2.59%
META META PLATFORMS INC CLASS A1.92%

Only in VTV

Vanguard Value ETFUS large-cap value. Its biggest holdings that IVV doesn’t have:

BRK.B Berkshire Hathaway Inc. Class B2.82%
QCOM QUALCOMM Inc.1.02%
C Citigroup Inc.0.80%
ADI Analog Devices Inc.0.77%
PEP PepsiCo Inc.0.75%
TMO Thermo Fisher Scientific Inc.0.70%
AMGN Amgen Inc.0.69%
VZ Verizon Communications Inc.0.69%

So — partly overlapping. Should you hold both?

IVV and VTV share a meaningful core of the same megacaps, but each also brings real exposure the other lacks. Held together they keep a shared megacap core but each still pulls in exposure the other lacks, so a 50/50 blend spreads to ~119 effective positions (grade A).

Holdings as of — IVV: Jun 30, 2026 (iShares (BlackRock)); VTV: May 31, 2026 (Vanguard). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.

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IVV vs VTV — FAQ

How much do IVV and VTV overlap?
IVV and VTV overlap by approximately 32% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 1 of IVV's 10 largest holdings are also held by VTV. They share 26 of their listed top holdings in total.
Is it redundant to hold both IVV and VTV?
Because they share a meaningful core of the same megacaps, but each also brings real exposure the other lacks, holding both is partly redundant: you double up on a shared core (MU) while each fund still adds distinct exposure. A 50/50 blend has an effective 119 positions and a A diversification grade.
What does VTV hold that IVV doesn't?
VTV's largest holdings that IVV doesn't hold include BRK.B, QCOM, C, ADI, PEP. Its category is US large-cap value, versus IVV's US large-cap.
Which is more concentrated, IVV or VTV?
IVV's top 10 holdings are 58% of its listed weight; VTV's are 41%. The more concentrated fund leans harder on its largest names.

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